With a diverse background in the banking, financial services, and investments industry spanning nearly 10 years, I feel well prepared to meet any financial challenge head on and support Nuvision members through their financial journey.
As a CFP ®, the fiduciary standard is first and foremost in how I engage with clients and work with them. This means making sure I understand all I can about their financial life including taxes, insurance, cash flow, investments and beyond, and make sure the recommendations I present are tailored not only to their specific situation, but their goals as well. I live in Walnut Creek with my wife and two children, along with eight pets.